DUKZ vs VOO
Ocean Park Diversified Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | DUKZ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.03% | 0.03% | |
| AUM | $52M | $997.4B | |
| Dividend Yield | 3.91% | 1.08% | |
| Holdings | 11 | 509 | |
| YTD Return | +1.53% | +12.25% | |
| 1Y Return | +4.45% | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 4.5% | 14.1% | |
| Max Drawdown | -4.7% | -34.3% | |
| Fund Family | Ocean Park Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 10, 2024 | Sep 7, 2010 |
DUKZ vs VOO Performance
Ocean Park Diversified Income ETF (DUKZ) is a ETF from Ocean Park Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DUKZ returned +4.45% while VOO returned +20.92%. Year to date, DUKZ is up 1.53% versus a gain of 12.25% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.5% for DUKZ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -4.7% for DUKZ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DUKZ charges 1.03% per year while VOO charges 0.03%. On a $10,000 position that is $103 vs $3 annually, a gap of $100 per year that compounds over a long holding period. On income, DUKZ currently yields 3.91% against 1.08% for VOO.
Holdings Overlap
DUKZ and VOO share 0 holdings out of 510 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DUKZ or VOO?
DUKZ has an expense ratio of 1.03% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $100 per year of difference.
Which performed better, DUKZ or VOO?
Over the past year DUKZ returned +4.45% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), DUKZ annualized +4.16% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, DUKZ or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 4.5% for DUKZ. Worst drawdown: DUKZ -4.7% vs VOO -34.3%.
Should I hold both DUKZ and VOO?
DUKZ and VOO have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DUKZ and VOO?
DUKZ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, DUKZ or VOO?
DUKZ yields 3.91% while VOO yields 1.08%, so DUKZ currently pays the higher dividend yield.
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